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    3455 American River Dr. Suite A Sacramento, CA 95864 T: 916.330.4260 F: 209.546.6101 TF: 800.554.2213
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Exit interviews: Uncover opportunities for organizational improvement
Turning feedback into action will increase loyalty.
Business Ownership
Setting your team up for success in retirement
Offering a retirement plan to employees benefits both you and them.
Business Ownership
Read
Read
Succession planning: Dos and Don’ts
Every entrepreneur should have a succession plan, even early-stage founders. Here are some dos and don’ts of succession planning in this phase.
Business Ownership
Embarking on an encore career as an entrepreneur
Starting a business in retirement.
Retirement & Longevity
The triumphs and pitfalls of franchising
Business ownership can be one of the most rewarding career endeav...
Business Ownership
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Making a nonfamily successor the head of the family business
Setting expectations and redefining roles can ease a leadership transition.
Business Ownership
Read
6 questions to ask your CPA

For business owners, effective tax planning involves understanding the current tax rates and rules and using them in a way that best suits your specific situation. Asking these questions can help you maximize tax efficiency today and prepare for potential changes .

Business Ownership
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Leveraging your digital presence for business growth
How to harness the power of your online footprint to engage current and prospective customers.
Business Ownership
You've inherited a business. Now what?
It’s a financial and emotional journey. Here’s where to start.
Business Ownership
Should you franchise your business?
Learn what makes a good franchisor and how to get started.
Business Ownership
Why 15 minutes of mentorship has game-changing potential
75% of executives say mentoring has been critical to their career development.
Business Ownership
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The future at your fingertips

O'Brien Wealth Management logoO'Brien Wealth Management logo
  • O'Brien Wealth Management
  • Email: sob@obrien-wealth.com
  • Sean O'Brien: 3455 American River Dr. Suite A Sacramento, CA 95864
  • T: 916.330.4260
  • F: 209.546.6101
  • TF: 800.554.2213
  • Map & Directions
  • Map & Directions

Central Valley Advisors, LLC, doing business as O'Brien Wealth Management, is registered as an investment adviser with the Securities and Exchange Commission (SEC), and only transacts business in states where it is properly notice filed, or is excluded or exempted from such requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Information on this website is directed toward U.S. residents only.

Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.

Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell any particular securities.

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O'Brien Wealth Management is not engaged in the practice of law or accounting. Always discuss specific legal or tax issues with your attorney or accountant.

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